Private Wealth Relationship Manager

Crewstone International Private Equity & InvestmentsKuala Lumpur, Kuala Lumpur, Malaysia

30+ days ago

Job description

Overview

Private Equity & Investments | People Strategy & Acquisition | Driving Organizational Impact

Why Choose Crewstone?

Crewstone International is a licensed Private Equity Management Corporation (PEMC) regulated by the Securities Commission Malaysia. Since 2011, we have built a diverse and resilient portfolio spanning the US, UK, Asia, and the UAE – driven by a global team of seasoned investment professionals and a commitment to excellence.

As a fast-paced, performance-driven firm, we offer a highly attractive compensation package that includes a competitive base salary, high-performance bonuses and commissions, equity share options, and potential directorships in portfolio companies. Our team members also benefit from comprehensive medical coverage, fully claimable business expenses and allowances, and a clear pathway for long-term career advancement – with direct exposure to global markets.

Responsibilities

New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
Investment Product Sales & Distribution – Market and distribute Crewstone’s suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives.
Financial Planning & Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences.
Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.

Requirements

A minimum of 3–5 years of experience in wealth management, financial advisory, or private banking

Proven sales track record in managing and growing portfolios of HNWIs, family offices, or institutional investors.

Demonstrated hunter mentality with a strong ability to source, engage, and close new clients and investment opportunities.

Excellent communication, presentation, and interpersonal skills to effectively engage with clients and stakeholders.

Ability to work independently and manage multiple client portfolios effectively.

Ability to work in a fast-paced, high-pressure environment while maintaining high levels of professionalism.

Seniority level

Mid-Senior level

Employment type

Full-time

Industries

Venture Capital and Private Equity Principals and Investment Banking

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Relationship Manager • Kuala Lumpur, Kuala Lumpur, Malaysia